ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Rapidly detecting meaningful language changes in 10Qs / 10Ks. Recent alerts include...

Report by 280First

Acuity Brands (AYI) - Working on a large acquisition(s) that could endanger dividends / share repurchases?
Amazon (AMZN) - No more reduced prices for AWS customers?
Kilroy Realty (KRC) - Under pressure to lower rents and increase expenditures for re-leasing?
Microsoft (MSFT) - Growing concerns that government contracts are at risk of being cancelled?

Edition 148 - 11 Nov 22